en.Wedoany.com Reported - Amazon is in talks with potential customers to directly sell its self-developed AI chip Trainium to other companies' data centers. Peter DeSantis, head of Amazon's AI business, confirmed in an interview at the VivaTech conference in Paris, France, that the company has initiated relevant discussions but declined to disclose the list of potential clients. DeSantis stated that the company is always looking for ways to serve more customers.
Amazon launched its AI accelerator chip Trainium in 2020, aiming to provide cost-effective computing solutions for AI model training. Previously, the chip was only available to customers through Amazon Web Services (AWS) as computing power rental. Companies such as OpenAI, Anthropic, and Uber have used Trainium chips via AWS. In April, Amazon disclosed that Trainium-related projects have accumulated over $225 billion in revenue commitments. The third-generation Trainium chip began shipping in early 2026 and is now "essentially sold out," while the fourth-generation product, expected to launch next year, has already seen strong pre-order demand.
This move to external direct sales marks a substantial step by Amazon in challenging Nvidia's dominance in the AI chip market. In April, Amazon CEO Andy Jassy laid the groundwork in a letter to shareholders, stating that it is "entirely possible" for the company to directly sell complete server racks equipped with Trainium chips to third-party customers. This aligns with the strategic layout of Google—Sundar Pichai, CEO of Google's parent company Alphabet, also announced in April that it would offer its self-developed Tensor Processing Unit (TPU) chips to select customers for deployment in their own data centers.
DeSantis noted that part of the push to bring Trainium beyond AWS stems from growing demand for locally controlled computing resources outside the U.S., particularly in Europe. While the AI boom has driven growth in cloud computing revenue, it has also spawned numerous specialized AI cloud service providers and fueled demand for "sovereign cloud" services in regions like Europe—services subject to local laws that typically require data storage and computing processing to be deployed within national borders. Regarding calls from some European countries to reduce reliance on U.S. tech companies, DeSantis said this trend has not yet had any material impact on AWS's business.
DeSantis directly dismissed concerns that selling Trainium chips outside AWS might cannibalize Amazon's cloud business revenue. He stated that there remains a huge gap in AI computing supply and expressed no worry about this. In addition to Trainium, Amazon's general-purpose processor Graviton business is also expanding rapidly, with the chip recently beginning to supply U.S.-based Meta. DeSantis revealed that over the past three years, Amazon has deployed more new Graviton chips than any other type of processor.
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